Diego Fernandez
Enterprise SaaS & Tooling Editor
Tests, ranks, and reviews AI tools so you don't waste your budget on demos that disappoint.
3 articles published
The Two-Trillion-Dollar Repricing: How AI Forced CFOs to Question Everything They Knew About Software Bills
Microsoft's forced AI bundling just triggered a $2.5 million increase on a typical $10 million enterprise agreement. CFOs are discovering their seat-based forecasting models no longer work when software charges by the token.
4 min read
The Death of the Seat: How the SaaSpocalypse Is Rewriting SaaS Unit Economics
More than $2 trillion in software market cap has evaporated since January. The culprit isn't bad earnings — it's the dawning realisation that AI agents are destroying the per-seat pricing model that built the entire SaaS industry.
3 min read
The Margins Are Gone: How AI Destroyed the SaaS Unit Economics Playbook
For two decades, SaaS founders built fortunes on 75–85% gross margins. That game is over. AI inference costs are eating into revenue like COGS did in the 1990s, forcing vendors to choose between razor-thin margins, usage-based pricing roulette, or exit. The founders adapting now will own the next decade.
3 min read